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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2351
Dorsey Wright & Associates
California
$248K -$64.5K -186 -20%
LFS
2352
Leibman Financial Services
Nebraska
$248K – – –
HAG
2353
HF Advisory Group
Maryland
$248K -$2.43K -7 -0.9%
Financial Engines Advisors
2354
Financial Engines Advisors
California
$247K -$7.63K -22 -3%
FEG
2355
Financial Enhancement Group
Indiana
$247K +$7.28K +21 +3%
CRI
2356
Colonial River Investments
Virginia
$246K +$2.08K +6 +0.8%
SIC
2357
Sterling Investment Counsel
New York
$246K – – –
OAS
2358
Optivise Advisory Services
Tennessee
$246K +$256K +739 New
PWA
2359
Physician Wealth Advisors
Utah
$245K – – –
ICM
2360
Intrepid Capital Management
Florida
$244K – – –
CFP
2361
Cascade Financial Partners
California
$243K – – –
WFA
2362
Websterrogers Financial Advisors
South Carolina
$243K – – –
4WM
2363
49 Wealth Management
Texas
$243K +$256K +738 New
ISWM
2364
Independent Solutions Wealth Management
New York
$242K – – –
PSP
2365
Principal Street Partners
Tennessee
$242K -$2.77K -8 -1%
EFG
2366
Ethos Financial Group
Pennsylvania
$242K -$2.77K -8 -1%
FIBT
2367
First International Bank & Trust
North Dakota
$241K – – –
LEA
2368
Legacy Edge Advisors
New York
$241K +$25K +72 +11%
KCFA
2369
Key Client Fiduciary Advisors
New Jersey
$241K +$12.8K +37 +5%
TCOK
2370
Trust Company of Kansas
Kansas
$241K +$8.32K +24 +3%
PFWA
2371
Paces Ferry Wealth Advisors
Georgia
$241K -$1.39K -4 -0.6%
TFP
2372
Tilia Fiduciary Partners
North Carolina
$240K -$347 -1 -0.1%
SOW
2373
State of Wyoming
Wyoming
$239K -$14.6K -42 -6%
WRPWM
2374
Werba Rubin Papier Wealth Management
California
$238K +$40.9K +118 +20%
UIA
2375
Ulland Investment Advisors
Minnesota
$238K – – –